Tyler-Stone Wealth Management’s WisdomTree US MidCap Fund EZM Stock Holding History

Tyler-Stone Wealth Management’s Portfolio EZM Stock Details EZM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-100	Closed	-$5.78K	–	505
2024 Q2	$5.78K	Buy	+100	New	+$5.85K	﹤0.01%	737
2022 Q3	–	Sell	-6,429	Closed	-$296K	–	872
2022 Q2	$296K	Buy	6,429 +360	+6%	+$18.2K	0.2%	106
2022 Q1	$332K	Buy	6,069 +5,154	+563%	+$280K	0.18%	115
2021 Q4	$51K	Buy	+915	New	+$50.3K	0.03%	353

Other funds holding EZM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Tyler-Stone Wealth Management's EZM Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of WisdomTree US MidCap Fund (EZM) in Q3 2024, closing a stake of 100 shares — an estimated $5.78K sold.

Tyler-Stone Wealth Management first reported a position in EZM in Q4 2021 and held it in 4 quarters. The position peaked at $332K in Q1 2022. 144 funds tracked by Wall St. Rank hold EZM as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining WisdomTree US MidCap Fund position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 100 WisdomTree US MidCap Fund shares in Q3 2024, an estimated $5.78K.
Tyler-Stone Wealth Management first reported a position in WisdomTree US MidCap Fund in Q4 2021 and held it in 4 quarters.
Tyler-Stone Wealth Management's WisdomTree US MidCap Fund position peaked at $332K in Q1 2022.
144 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.